This MasterClass from January 2025 is a little over 22 minutes long, including responding to an audience question at the end. It was a well-attended event which focused on the following key learning objectives:
To understand the purpose and benefits of mail merge in Zoho CRM.
Learn how to configure and use mail merge templates effectively within a simple framework.
Explore how to automate mail merge.
This is a video demonstration guide using worked examples and a dummy database
